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Organizational change management is one of the most overlooked and under-planned parts of many SharePoint implementations. You simply cannot afford to ignore the importance of this topic. Successful organizational change management is a critical component to ensuring the success of any SharePoint initiative.

In this class, we will discuss field-proven tactics to help your users make sense of the change that your SharePoint solution will inevitably bring into their daily work lives. You will learn a user adoption framework and some factors you should consider when planning your next SharePoint initiative. We will challenge the mindset that adoption can be driven, and embrace the concept of designing change for long-term sustainable cultural acceptance.

By attending this class, you will be able to:
•Design your own organizational change-management strategy
•Understand how to foster user adoption
•Understand how to engage and build solution champions
•Build a communication plan
•Apply field-tested strategies in your organization

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Spshou triggering cultural metamorphisis wide final

  1. 1. 1 Designing Change Michelle Caldwell, MVP CSM, PMP, SSGB
  2. 2. 2 Welcome to SharePoint Saturday Houston • Please turn off all electronic devices or set them to vibrate • If you must take a phone call, please do so in the hall so as not to disturb others • Special thanks to our Title Sponsor, ProSymmetry Thank you for being a part of the 5th Annual SharePoint Saturday for the greater Houston area!
  3. 3. 3 Thanks to all our Sponsors!
  4. 4. 4 Information • Speaker presentation slides should be available from the SPSHOU website within a week or so • The Houston SharePoint User Group will be having it’s next meeting Wednesday April 15th. Please join us at www.h-spug.org
  5. 5. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  6. 6. 2 3 4 5 1 Introduction Success Requirem ents Cultural Change Types of Adopter Motivation Considerati 6 Adoption Techniq
  7. 7. Introducti on
  8. 8. Failed Adoption “Strategies”
  9. 9. 9 143% 35% 0% 20% 40% 60% 80% 100% 120% 140% 160% With Excellent Change Enablement Program With Poor Change Enablement Program Projects’ ROI with Change Enablement Change Enablement Increases Project Success *Source: Change Management That Pays, McKinsey Quarterly, Number 4, 2012. According to McKinsey, an effective Change Enablement program in place increases a project’s ROI.* Every dollar spent on the project gains $0.43 Every dollar spent on the project loses $0.65
  10. 10. * Source: Accenture; examples based on interviews conducted with clients at large process & system integration programs. $10 Million Additional program costs and 6 month delay because the business stopped a process and system implementation due to lack of understanding of the value and ownership/buy-in. 20-30% Rework rate on normal daily tasks and poor quality due to insufficiently skilled employees. 80% Unplanned increase in resources for post go-live support to compensate lack of adequate go-live preparation and resources. $4 Million Additional costs spent on recreating training materials since initial training was poor and there is poor post-training support. 300% Increase in helpdesk call-volume after go-live due to poor enablement, requiring additional FTEs for ticket handling. Case study analysis indicates that when change is not managed well, there are impacts to key metrics 10 Why do we need Change Enablement?
  11. 11. How to Start a Movement – Lessons from a dancing guy
  12. 12. Requirem entsfor
  13. 13. 13 Investment Time Resources Money
  14. 14. 14 Seek Champions
  15. 15. 15 Think about what strategies fit
  16. 16. Compatibility Make Sure solutions are compatible with existing solutions
  17. 17. 17 Baby Steps Start gradually with small deployments/numbers
  18. 18. 18 Collect Feedback Implement Improvements Based on the End User Feedback
  19. 19. 19 Keeping things on track Communicate the Plan and the rationale for that plan
  20. 20. 20 Cultural Challenges Identify cultural challenges that will hinder adoption
  21. 21. Factors that Hinder Adoptio
  22. 22. Fear Factors •Loss of Control •Loss of Personal Value •Confusion of new tools •Anxiety about changing existing work processes
  23. 23. Factors that Support Adoptio
  24. 24. 24 Good Fit? review/ revise current processes before just blindly implementing current processes into the new system.
  25. 25. Resist the sink Link new functionality to specific problems or business goals, end users will see that the tool is just an enabler to achieving value or goals.
  26. 26. 26 Support In Place Remember that a defined escalation policy should be developed to ensure users are getting quick assistance.
  27. 27. Types of Adopter
  28. 28. 28 Innovators
  29. 29. 29 Early Adopters
  30. 30. 30 Early Majority
  31. 31. 31 Late Majority
  32. 32. © 2013, Information Control Corporation 32 Hanger Backs
  33. 33. Phases of Adoptio
  34. 34. Awarenes s Deployme nt Usage & Availability Ongoing Adoption GOAL GOAL GOAL GOAL Knowing & Understanding Acceptance & Wanting Mastering & self- belief Do & Keep Doing
  35. 35. Adoptio n
  36. 36. •Add value •Desire to contribute •Enjoy new things •Desire to do a better job Make the undesirable desirable
  37. 37. 37 Harness Peer Pressure •Celebrate success •Power of the community • I Don’t want to stick out • Role Models for Change • Fear of Criticism
  38. 38. 38 Design Rewards
  39. 39. 39 Motivation •Personal •Social •Organization
  40. 40. • Executive Blog • Entry Communication • Promotion Video • 1st Touch Event • Podcasts • Posters • Teaser Communication • Employee Productivity Home •Online/on-demand Training •New Employee Orientation •Tips & Tricks •Virtual Coach •SharePoint Sandbox •FAQ Personal
  41. 41. Social •Early Adopter •Webcasts •Viral Marketing •Roadshow •Executive Sponsorship •Super-User Community •Classroom Training •Lunch & Learn Training •Brown Bag Sessions •Auditorium Training •“Dear John” Letter •Biggest Loser Contest
  42. 42. Organizational •Awards Incentive •Super-user Community •New Employee Orientation •Newsletter • Podcasts • SharePoint Sandbox • Employee Productivity Home
  43. 43. Adoption Techniq
  44. 44. Promotional Video
  45. 45. Teaser Communication
  46. 46. On line – On Demand Training
  47. 47. 47 Super-user Community Best Buy: The rise of the ninjas-a SharePoint 2013 user adoption story: http://channel9.msdn.com/Events/SharePoint-Conference/2014/SPC296
  48. 48. Dear John Letter • Write a “Dear John” letter saying goodbye to your old solution (ie. Intranet for example) • Share those letters company wide • Create a “Dear John” wall • Publish them on your current intranet • Run a contest and let others vote and pick their favorite • Share via social media (ie. Yammer/Sitrion) • Pay attention to what people say this will give you insight into what their hopes are for the future solution
  49. 49. Biggest Loser Content Contest • Challenge your site owners premigration/upgrade to a “Biggest Loser Contest” • Track the starting “weight” of each site and “ending” weight • Focus is on getting rid of old content/sites prior to upgrade/migration • Publish the results on your current intranet • You can have “weigh ins” if desired • Share via social media (ie. Yammer/Sitrion) • At the end have a “Biggest Loser” celebration and name the winner(s) and celebrate the success with entire group of site owners
  50. 50. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  51. 51. 2 3 4 5 1 Introduction Success Requirem ents Cultural Change Types of Adopter Motivation Considerati 6 Adoption Techniq
  52. 52. Thank You
  53. 53. References • Essential SharePoint 2013 Book • User Adoption Strategies Book • Roadmap for Collaboration Book • Shepherd's Guide for Users Book • 42 Rules for Successful Collaboration Book • Microsoft User Adoption Guide for 2013 • Additional Promotional Video - http://sco.lt/5iS5k9 • SPOT Promo Video - http://sco.lt/8fFlVh • Productivity Hub - http://www.microsoft.com/en-us/download/details.aspx?id=7122 • Discover SharePoint - http://www.discoversharepoint.com/ • Office 365 Customer Success Center - http://success.office.com/en-us • IT Unity – http://www.itunity.com • Microsoft Virtual Academy - http://www.microsoftvirtualacademy.com/ • TeckDog Training - http://tekdoginc.com/ • Pluralsight Training - http://www.pluralsight.com/
  • TammyNeuwirth

    Apr. 30, 2017

Organizational change management is one of the most overlooked and under-planned parts of many SharePoint implementations. You simply cannot afford to ignore the importance of this topic. Successful organizational change management is a critical component to ensuring the success of any SharePoint initiative. In this class, we will discuss field-proven tactics to help your users make sense of the change that your SharePoint solution will inevitably bring into their daily work lives. You will learn a user adoption framework and some factors you should consider when planning your next SharePoint initiative. We will challenge the mindset that adoption can be driven, and embrace the concept of designing change for long-term sustainable cultural acceptance. By attending this class, you will be able to: •Design your own organizational change-management strategy •Understand how to foster user adoption •Understand how to engage and build solution champions •Build a communication plan •Apply field-tested strategies in your organization

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